Purchases and Sales Made in Q2 2023 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q2 2023. The information is specifically focused on institutions that hold shares of FLEXSHARES TR MORNINGSTAR GLOB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.34K+ 2.28% |
$360K - $412K
|
419K
$15.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.18K+ 12.61% |
$354K - $405K
|
82K
$2.99M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
8.66K+ 3.7% |
$334K - $382K
|
243K
$8.86M
|
|
|
Aug 04, 2023
Q2 2023
|
White Pine Investment CO
|
BUY
|
- |
8.21K+ 45.21% |
$316K - $362K
|
26.4K
$961K
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
BUY
|
- |
7.81K+ 6.23% |
$301K - $344K
|
133K
$4.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.71KNew |
$297K - $340K
|
7.71K
$281K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
7.64K+ 38.61% |
$294K - $337K
|
27.4K
$1M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
7.43K+ 1.85% |
$286K - $328K
|
408K
$14.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
7.38KNew |
$284K - $325K
|
7.38K
$269K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.22K+ 20.72% |
$278K - $318K
|
42.1K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
7.01K+ 2.39% |
$270K - $309K
|
301K
$11M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
6.88K+ 109.52% |
$265K - $303K
|
13.2K
$480K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.7K+ 28.89% |
$258K - $295K
|
29.9K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.66KNew |
$257K - $294K
|
6.66K
$243K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.42K+ 124.9% |
$247K - $283K
|
11.6K
$421K
|
|
|
Aug 03, 2023
Q2 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
6.27K+ 6.93% |
$242K - $277K
|
96.8K
$3.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
6.1KNew |
$235K - $269K
|
6.1K
$222K
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6.05KNew |
$233K - $267K
|
6.05K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.92K+ 1.41% |
$228K - $261K
|
427K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.91K+ 42.03% |
$228K - $261K
|
20K
$728K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.9KNew |
$227K - $260K
|
5.9K
$215K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.76K+ 23.79% |
$222K - $254K
|
30K
$1.09M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
5.76K+ 23.79% |
$222K - $254K
|
30K
$1.09M
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
5.76K+ 2.16% |
$222K - $254K
|
272K
$9.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.51K+ 1.74% |
$212K - $243K
|
322K
$11.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
5.32K+ 83.66% |
$205K - $234K
|
11.7K
$426K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.99KNew |
$192K - $220K
|
4.99K
$182K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.76K+ 8.8% |
$183K - $210K
|
58.9K
$2.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.73K+ 5.63% |
$182K - $208K
|
88.7K
$3.23M
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
4.37K+ 1.51% |
$168K - $193K
|
295K
$10.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
4.33K+ 20.5% |
$167K - $191K
|
25.4K
$926K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
4.09K+ 4.9% |
$158K - $180K
|
87.7K
$3.19M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
4.02K+ 21.53% |
$155K - $177K
|
22.7K
$827K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.94K+ 13.83% |
$152K - $174K
|
32.4K
$1.18M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.63K+ 5.11% |
$140K - $160K
|
74.7K
$2.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.35K+ 175.1% |
$129K - $148K
|
5.26K
$192K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.78K+ 8.86% |
$107K - $123K
|
34.2K
$1.25M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.69K+ 2.74% |
$104K - $118K
|
101K
$3.67M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
2.48K+ 194.36% |
$95.6K - $109K
|
3.76K
$137K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.41K+ 0.47% |
$92.8K - $106K
|
515K
$18.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.25K+ 11.32% |
$86.6K - $99K
|
22.1K
$806K
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.2K+ 16.91% |
$84.9K - $97.1K
|
15.2K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.16K+ 2.42% |
$83.3K - $95.3K
|
91.4K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
2.16K+ 5.43% |
$83K - $95K
|
41.9K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.11K+ 40.68% |
$81.4K - $93.1K
|
7.31K
$266K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.03K+ 96.39% |
$78.2K - $89.4K
|
4.13K
$151K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2K+ 25.0% |
$77.1K - $88.2K
|
10K
$365K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.86K+ 12.26% |
$71.5K - $81.8K
|
17K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.81K+ 24.63% |
$69.7K - $79.7K
|
9.16K
$334K
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
1.76K+ 29.41% |
$68K - $77.8K
|
7.76K
$283K
|